186 jobs found

Boutique Wealth Planning Firm HNW & Expat Clients Flexible Working A well-established boutique wealth planning firm based in Leatherhead is seeking an experienced Financial Administrator to join their close-knit team, working directly alongside two high-billing advisers. This is a fantastic opportunity for a technically capable administrator who wants to work in a genuinely interesting and varied environment - supporting complex, high-quality client cases across pensions, investments, tax planning, and esoteric schemes. This is a specialist firm with a broad and sophisticated client base, including HNW retirees, accumulators, local families, and SME owners based across the UK, Europe, and the USA. They have a particular strength in serving high-net-worth expat clients with complex, multi-jurisdictional financial affairs. Client portfolios range from £200,000 through to multiple millions - so no two cases are the same. Provide end-to-end financial administration support to two established advisers Process new business and manage ongoing client administration efficiently and accurately Handle a varied caseload spanning pensions, investments, tax planning, and esoteric schemes Support the management of complex client affairs, including multi-jurisdictional cases where relevant Ensure all administration is handled to the highest professional standards throughout Solid experience within a financial planning or IFA practice - essential Strong working knowledge of pensions, investments, tax planning, and esoteric schemes Experience with expat or multi-jurisdictional clients is highly advantageous, though full training will be provided Highly organised, detail-oriented, and able to manage a varied and demanding workload A professional, proactive approach with strong communication skills Basic salary of £35,000 Competitive benefits package Office-based initially, with a move to flexible and hybrid working over time Full induction and training provided, including on expat and cross-border client matters The chance to work within a specialist, high-quality firm handling genuinely complex and interesting cases If this role sounds of interest, or you would like to hear about other opportunities I am currently working on, please get in touch in confidence. Contact Joanna Clark at Financial Divisions.

We are excited to offer an excellent opportunity for a Pensions Administrator to join our client's friendly and structured team in Godalming. The role presents significant career development prospects, with ongoing support, including exam guidance and study leave. As a Pensions Administrator , you will be involved in a variety of tasks, including preparing documentation, collaborating information and supporting pension consultants. The ideal candidate will be organised, analytical and a strong communicator. Company Benefits: Onsite parking Flexible working Personal development- help developing your role, exam support including guidance, study leave and the cost of study Accrue additional holiday for extra hours worked Life cover Private healthcare Pension scheme Key Responsibilities: Prepare documentation for consultants to present to clients Collate information from prior pension schemes and draft initial analysis of clients' other pension arrangements Set up scheme current/deposit accounts as required Obtain transfer value quotes and manage transfers agreed by the consultant Draft initial actuarial reports and prepare submissions for Inland Revenue approval Follow up with the Inland Revenue to ensure timely approval Complete all administrative tasks on the establishment checklist Attend to scheme registration and assist with scheme reviews Draft client letters and reminders for scheme reviews, ensuring timely annual reviews or as otherwise agreed Assist consultants in reminding clients about contribution payments and track variations in contribution levels Handle year-end administrative tasks, including life cover arrangements Generate standard client correspondence with the assistance of administrative staff Ensure timely completion of all administrative tasks by managing schedules and delegating as necessary Investment/Borrowing Transactions: Assisting Consultants by researching and/or obtaining quotations for investments from the company's list of investments. Preparing and processing paperwork for deposits, stock market investment, property and other investments. Preparing loan documentation. Calculating loan interest when due, billing it where necessary, and monitoring receipt thereof. Liaising with Consultants to monitor closely all investment/loan/property transactions parties to ensure no breach of limits/legal requirements. Liaising with Consultants to monitor closely all transactions with members and/or connected parties to ensure no breach of legal requirements. Experience and Skills Requirements: Strong multitasking abilities with excellent workload management Background in finance or pensions preferred Proficient in Microsoft Office and strong numeracy skills Excellent organisational skills and the ability to delegate effectively Confident and clear communicator, both written and verbal A team player with a proactive approach Willingness to pursue CII qualification or similar certification This is an exciting opportunity for someone looking to develop their career within pensions administration while benefiting from a supportive work environment and fantastic employee benefits. Apply today to take the next step in your career! If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.

IFA Administrator Harrogate £28,000 - £33,000 NJR Recruitment is delighted to be working with a friendly and well-established Independent Financial Adviser firm in Harrogate who are looking to recruit an experienced IFA Administrator to join their close-knit team. This is an excellent opportunity for a career administrator who enjoys the operational side of financial planning and is looking to join a professional yet supportive business where they can become a valued long-term member of the team. The role offers exposure across the full financial planning process, supporting advisers and clients with pensions, investments and protection business from initial enquiry through to completion and ongoing servicing. The Role Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Obtaining valuations, illustrations and provider information Liaising with clients, advisers and product providers Managing Letters of Authority and chasing outstanding information Updating and maintaining client records on back-office systems Supporting advisers with ongoing servicing and client administration Ensuring all work is completed accurately and within FCA guidelines About You Previous experience within an IFA / Financial Planning Administration role Strong understanding of pensions and investment products Excellent attention to detail and organisational skills Professional and personable communication skills Comfortable managing workloads independently within a smaller team environment Intelliflo Office experience highly desirable This role would particularly suit someone looking for a stable, long-term administration career within financial planning rather than a progression route into advising. Benefits Competitive salary Enhanced pension scheme Death in Service cover 25 days holiday + bank holidays Early finish every Friday Friendly and supportive office environment This is a fantastic opportunity to join a respected local firm where your experience and contribution will be genuinely valued. Apply today, or contact NJR Recruitment quoting NJR16712 for more information!

Financial Planning Administrator Crawley, 2-3 days a week in the office Up to £33,000 This is an award winning financial planning and investment company with an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK, they are the market leader in the industry and have been supporting their clients for over 30 years with their financial planning and investment needs. This company have an exciting opportunity for a Financial Planning Administrator to join the team and become a vital part of the financial planning process by supporting several highly successful advisers and their HNW clientele. The role is for someone with experience in Wealth Planning or Financial Services in an Administrator or Client Services position. You will benefit from working with a highly experienced team in an environment that provides industry leading training & development as well as exam support towards chartered status. This firm places a strong focus on diversity and inclusion. 25 days holiday + bank holidays 10% contributory pension Private Medical Cover 4x Life Assurance Study support Progression opportunities What's needed to be considered? Previous experience within Financial Planning in an IFA Administrator support role is desirable Knowledge of products including Pensions and Investments Experience using a CRM/back-office system such as Xplan or IO Strong client services and communication skills Synonyms: IFA Admin, Financial Planning, Client Support, Financial Services, Wealth Administrator, Advice Support, Wealth Management, IFA, financial advice, advisory

IFA Administrator Wetherby £28,000 - £37,000 NJR are currently exclusively representing one of Yorkshire's leading firms of independent financial advisers, who are now seeking an experienced IFA Administrator to join their dynamic and ever growing business. Working out of their beautiful offices based in the outskirts of Wetherby, you will be supporting the Financial Planners working with niche clients in preparing client financial plans, reports, research and analysis; whilst ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner. Responsibilities will include: Diary Management Liaising with clients, providers and 3rd parties Processing new business Creating meeting packs Drafting and sending letters Obtaining valuations and illustrations General office admin What's in it for you? Salary range: up to £37k depending on experience Discretionary bonus 8% employer pension contribution 25 days holiday + Bank Holidays Private medical insurance Death in service cover Excellent progression and development Free onsite parking What do we need from you? Previous experience doing a similar role, preferably within an Independent Financial Services environment. Experience working with intelligent office is essential Strong knowledge of financial products including GIAs, Bonds, ISAs and SIPP Pensions Those working towards the CII Level 4 Diploma would be of most interest Solid communication and articulations skills. Our client is looking for a confident, switched-on individual who has the drive to exceed expectations and deliver a high level of professionalism. For further information please contact one of our specialist consultants at NJR Recruitment quoting REF: NJR16705

Team Manager - DB Pensions Administration A leading pensions consultancy is looking to appoint an experienced Defined Benefit Team Manager to join their growing Pensions Administration team. This is an excellent opportunity for a strong Senior Pensions Administrator or Team Leader looking to take the next step in their career within a supportive and people-focused environment. The successful candidate will play a key role in overseeing the delivery of high-quality administration services to a portfolio of Defined Benefit pension schemes, while also supporting the development and mentoring of team members. Key Responsibilities Oversee and prioritise incoming workloads across the team Ensure administration services are delivered in line with agreed service levels and quality standards Process pension scheme member events accurately and within deadlines Review and check work to ensure compliance with scheme rules and legislation Support and mentor team members with training and development Attend and contribute to client and trustee meetings Maintain up-to-date technical knowledge relating to pensions legislation and scheme changes Support delivery of ad hoc projects and non-core client work Build strong relationships with clients, trustees and colleagues Skills & Experience Required Previous experience within Defined Benefit pensions administration Strong technical pensions knowledge Experience as a Senior Pensions Administrator, Deputy Team Leader or similar Ability to manage workloads and deliver to deadlines Excellent communication and client relationship skills Experience mentoring, supervising or supporting team members Ability to present reports and communicate confidently with clients and trustees Strong attention to detail and customer-focused approach What's on Offer Competitive salary package Market-leading bonus scheme Hybrid working model Study support and professional development opportunities Clear career progression pathways Supportive and collaborative working culture Opportunity to join a growing and ambitious business For more information or a confidential discussion, please apply today. We look forward to hearing from you!

Job Role - Payroll and Rewards Administrator Location - Dudley Job Type - 12 Months FTC Salary - £35,000 DOE An exciting opportunity has arisen for an experienced Payroll & Reward Administrator to join a busy and collaborative HR team on a maternity cover basis. This role is ideal for a detail-oriented payroll professional who enjoys working across payroll, pensions, benefits and HR administration in a fast-paced environment. You will play a key role in ensuring the accurate and timely delivery of payroll services while supporting wider reward and HR processes. Key Responsibilities Payroll & Compliance Manage the end-to-end monthly payroll process, ensuring accuracy and compliance with HMRC and statutory requirements Produce payroll documentation including payslips, P45s and P60s Administer statutory payments including maternity, paternity and other leave-related pay Process and reconcile pension contributions in line with auto-enrolment regulations Liaise with the external payroll provider to ensure accurate and timely submissions Support employees and managers with payroll, pension and tax-related queries Ensure accurate Benefit in Kind reporting and payroll adjustments Benefits & Reward Administer employee benefits including: Private healthcare Health assessments Group income protection Life assurance Maintain accurate records of benefit enrolments, amendments and leavers Support benefit renewals and employee communications Assist with reward-related projects and reporting Pensions Administration Manage pension enrolment, re-enrolment and opt-out processes Reconcile pension contribution files and liaise with providers Support pension compliance reporting and audit requests Fleet & Expenses Maintain company fleet records and coordinate vehicle administration Liaise with suppliers regarding vehicle ordering and returns Manage fuel card administration Process employee expenses in line with company policy HR Administration Maintain employee records within HR systems Support the preparation of contracts, letters and HR documentation Provide general administrative support across the HR function Assist with process improvements to enhance efficiency and accuracy About You We are looking for someone who has: Proven payroll administration experience, including end-to-end payroll processing Strong knowledge of payroll legislation, pensions and HMRC requirements Excellent attention to detail and organisational skills Strong communication skills with a professional and approachable manner The ability to manage confidential information with discretion A proactive mindset and willingness to support wider HR activities Skills & Experience Previous payroll experience is essential Experience using payroll systems such as Cintra would be advantageous Strong IT skills including Excel, Word and HR/payroll systems CIPP qualification (or working towards) is desirable This is a fantastic opportunity to join a supportive organisation and make an immediate impact within a well-established HR team.

Team Manager - DB Pensions Administration A leading pensions consultancy is looking to appoint an experienced Defined Benefit Team Manager to join their growing Pensions Administration team. This is an excellent opportunity for a strong Senior Pensions Administrator or Team Leader looking to take the next step in their career within a supportive and people-focused environment. The successful candidate will play a key role in overseeing the delivery of high-quality administration services to a portfolio of Defined Benefit pension schemes, while also supporting the development and mentoring of team members. Key Responsibilities Oversee and prioritise incoming workloads across the team Ensure administration services are delivered in line with agreed service levels and quality standards Process pension scheme member events accurately and within deadlines Review and check work to ensure compliance with scheme rules and legislation Support and mentor team members with training and development Attend and contribute to client and trustee meetings Maintain up-to-date technical knowledge relating to pensions legislation and scheme changes Support delivery of ad hoc projects and non-core client work Build strong relationships with clients, trustees and colleagues Skills & Experience Required Previous experience within Defined Benefit pensions administration Strong technical pensions knowledge Experience as a Senior Pensions Administrator, Deputy Team Leader or similar Ability to manage workloads and deliver to deadlines Excellent communication and client relationship skills Experience mentoring, supervising or supporting team members Ability to present reports and communicate confidently with clients and trustees Strong attention to detail and customer-focused approach What's on Offer Competitive salary package Market-leading bonus scheme Hybrid working model Study support and professional development opportunities Clear career progression pathways Supportive and collaborative working culture Opportunity to join a growing and ambitious business For more information or a confidential discussion, please apply today. We look forward to hearing from you!

We are looking to recruit a pensions administration, implementation team leader, subject matter expert for the role of a pensions onboarding team leader. What does that mean ? We need someone who from the available documentation and consulting with key stakeholders can map an existing pension administration function into a new organisation, processes, business rules, understanding the pension calculations required to fulfil the policy obligations using new systems and integrating the processes into a new environment. Once you map the way forward, you will have an integrated team of data, process and pension administration professionals that will work closely with you to implement your strategy. To be a success in this role, you will require a wealth of knowledge in setting up an running the processes for a pension administration team. You will be the one who looks for a better / smarter way. You will listen well and be able to communicate your ideas clearly. You will have worked as a senior pension administrator or team leader. If you enjoy project work, have a genuine depth of knowledge and understanding of pension administration and can articulate your ideas, there is a good chance you will be ideal for the role of a pension onboarding team leader. This is a hybrid role that will require 2 days per week in our clients office in West Yorkshire. This is an opportunity to join an organisation that values creating a positive and supportive working environment in a role that is pivotal in providing excellent service to clients and policy holders. Eligo Recruitment is acting as an Employment Business in relation to this vacancy. Eligo is proud to be an equal opportunity employer dedicated to fostering diversity and creating an inclusive and equitable environment for employees and applicants. We actively celebrate and embrace differences, including but not limited to race, colour, religion, sex, sexual orientation, gender identity, national origin, veteran status, and disability. We encourage applications from individuals of all backgrounds and experiences and all will be considered for employment without discrimination. At Eligo Recruitment diversity, equity and inclusion is integral to achieving our mission to ensure every workplace reflects the richness of human diversity.

IMMEDIATE START TEMPORARY TO PERMANENT ROLE Payroll/HR Administrator required Our client is looking to hire an experienced Payroll Administrator to provide accurate and timely payroll administration services in line with UK payroll legislation, ensuring all employees are paid correctly and statutory requirements are met. Responsibilities: Process monthly and/or weekly payroll requirements in line with company deadlines Check and validate timesheets, overtime, absence and variable pay prior to payroll processing. Administer workplace pension processes, including auto-enrolment, opt-ins, opt-outs and re-enrolment in line with The Pensions Regulator requirements. Responding to incoming issues and dealing with them as able. Education/Experience GCSE Math's & English grade C or equivalent (Required minimum). A-level or level 2 in Business & Admin (Preferred) Use of HRIS tool (Workday preferred) Use of SharePoint (admin rights) Data entry - processing hours/timesheets Previous experience in a UK payroll administration Experience of pension auto-enrolment administration Experience of checking and processing timesheets and variable pay Knowledge Good working knowledge of UK payroll legislation, including PAYE, National Insurance and statutory payments (Advantageous). Skills & Abilities Strong attention to detail and ability to meet strict deadlines Confident using payroll systems, HRIS and Microsoft Excel Full MS Office suite Customer Service Time and resource management Personal organization skills Can work independently, without strict oversight Use of standard IT toolset (MS Office) Communication (oral, written, listening) Excellent communication and customer service skills. Ability to handle sensitive and confidential information appropriately Team orientation (quickly builds relationships with colleagues, external customers, employees, champion of inclusion) Customer focused Has bias for action High sensitivity to deadlines; prioritizes well Trustworthy; Holds matters in confidence Rapid paced environment Change is a constant Physical Requirements Works in an office environment, using common office tools. Standard working hours are 8:30 am to 5:00 pm . Rare after-hours events may occur which are ordinarily voluntary. If you have experience as a Payroll administrator or possess strong administraton experience skills we would like to hear from you.

Are you an experienced Financial Administrator looking for a genuine pathway into paraplanning within a modern, fast-growing financial planning firm? This is an outstanding opportunity to join a highly successful, independent wealth management business founded by two Advisers and over 20 years' combined advisory experience. Having launched just six months ago, the firm is already supporting 75 clients and £80m AUM, with exceptional momentum and a reputation built on trust, transparency, and high-quality advice. You will be joining a close-knit team of two Advisers and a Diploma-qualified Paraplanner, working in a collaborative environment where development, progression, and professional growth are genuinely supported. This role offers a clear route into a Junior Paraplanner position, full study support, and exposure to high-quality financial planning work from day one. The Role You will play a key role in supporting the Advisers and Paraplanner, ensuring a seamless client journey and contributing to the firm's continued growth. Provide day-to-day administrative support to Advisers Process new business across pensions, investments, and protection Prepare client review packs, valuations, and documentation Liaise with providers and clients to obtain information and progress cases Maintain accurate CRM and back-office records (I.O) Assist with technical research and suitability report preparation Support compliance and regulatory processes Deliver exceptional client service throughout the advice process About You Experience within an IFA or wealth management environment Diploma qualified (Level 4) or working towards completion Strong understanding of pensions, investments, and the advice process Excellent organisational skills and high attention to detail Confident communicator with a professional, client-focused approach Ambitious, proactive, and keen to progress into paraplanning What's On Offer £35,000 - £40,000 base salary Annual bonus Clear progression into a Junior Paraplanner role Full study support and exam funding Supportive, approachable leadership team 5 days in office initially, with hybrid flexibility after training Opportunity to join a rapidly growing, forward-thinking firm If this opportunity is of interest, please send your CV to Laura at Financial Divisions:

A well-established and highly regarded Independent Financial Advice firm based in St Albans is seeking an experienced Senior Financial Administrator to join their growing team. This is an excellent opportunity for a Diploma-qualified individual looking to progress into a Junior Paraplanner role, with full support, development, and long-term career progression on offer. The Opportunity Working closely with Financial Advisers and Paraplanners, you will play a key role in supporting the delivery of high-quality financial planning services to clients. The firm is looking for someone ambitious, technically minded, and eager to continue developing within paraplanning. Key Responsibilities Providing high-level administrative support to Advisers and Paraplanners Preparing suitability report packs and client review documentation Managing new business processing across pensions, investments, and protection Liaising with providers and clients Processing fund switches, withdrawals, and policy servicing tasks Maintaining accurate client records and CRM systems Supporting the paraplanning team with research and report preparation Assisting with compliance and regulatory requirements About You Diploma qualified (Level 4) Previous experience within an IFA or wealth management environment Strong technical knowledge of pensions and investments Excellent organisational and communication skills High attention to detail Ambitious and motivated to progress into paraplanning What's on Offer Salary up to £40,000 Clear route into a Junior Paraplanner position Ongoing professional development and exam support Supportive and collaborative team environment Long-term career progression opportunities Opportunity to join a respected and growing IFA practice If you are looking to take the next step in your financial planning career within a supportive and forward-thinking business, we would love to hear from you.

Pareto Financial Planning, part of K3 Advisory Group's Wealth Management division, have an opportunity to join our Manchester office (3 days onsite) as an Employee Benefits Administrator. The role is to provide first-class administration support to the Employee Benefits department working together with a team of Employee Benefits Advisers, in order that we may provide the corporate client with a positive professional experience, offering highly technical and qualified knowledge and ongoing assistance. Key Duties Process New Business for Auto Enrolment, Group Personal Pension, Group Risk, Group Private Medical Insurance and Cashplans. By key point of contact for your bank of corporate clients, keeping them informed during all stages of the lifecycle new business, renewals and being available for general queries. Issue Letters of Authority or Appointment and ensure all information is received back in a timely manner. Liaise with clients to obtain data required for Quotation. Examine data to ensure it is compliant with scheme rules, client's needs. Obtain Quotations from Providers at both New business & Renewal Stage. Collate quote results into a comparisons for Advisers to sign off for recommendations. Deal with the on risk and set up of new Employee Benefits Schemes. Renew or Switch schemes as directed by the Adviser team. Check & Issue Policy Documents & Accounts. Process Joiners/Leavers to PMI in a timely manner. Process Group Risk Claims. Produce Governance reports for Group Pensions. Provide analytics on clients for Adviser team. Answer Incoming call enquiries in to the business in a professional manner and redirect where required. Manage incoming/outgoing emails and post. Responsible for dairy management of work for your assigned clients keeping to agreed SLAs. Ensure Back Office System is kept up to date and all client records are updated correctly and promptly in line with internal processes. Issue Invoices & manage any aged debt. Ensure fees are recorded internally in line with processes and SLA. Compliance Adhere to FCA regulations in accordance with our compliance procedures. With Compliance Department assistance, keep up to date with legislation/compliance matters. Consumer Duty and TCF (Treating Customers Fairly) - pay due regard to the interests of our clients and treat them fairly in line with our TCF Mission Statement. Relationships Develop and maintain good working relationships with Financial Advisers, colleagues and management in order to provide an efficient and effective service to the Adviser team and Clients. Maintain an effective ongoing relationship with your bank of clients. Establish good ongoing working relationships with product providers. Required Skills & Experience Previous experience within Employee Benefits administration (managing Group Life Assurance / Insurance schemes particuarly beneficial). Proficient in Microsoft Office applications. Self-motivation and organisational skills. A good level of numeracy and it skills. A target-driven mind-set. CII qualifications desirable but not essential.

CLIENT SERVICES ADMINISTRATOR £26,000 £30,000 Wolverhampton Private Healthcare, Early Friday Finish, Career Development The Job A growing and client-focused financial planning business is seeking a Client Services Administrator to join its experienced support team. This is a fast-paced and varied position supporting Financial Advisers and Paraplanners in delivering a high standard of service to clients. The successful candidate will play a key role in ensuring meetings, administration and client communications are managed efficiently and professionally. Key responsibilities include: Scheduling and confirming client appointments Preparing client review packs and financial documentation ahead of meetings Managing incoming client calls, queries and correspondence Maintaining accurate client records and updating CRM systems Generating client correspondence and post-review documentation Liaising with external providers to obtain information and updates Processing fund switches, withdrawals and post-meeting actions Supporting advisers and paraplanners with business submissions and workflow management Managing mailboxes and prioritising workloads effectively Welcoming clients and maintaining a professional front-of-house experience This is an excellent opportunity for an organised and proactive administrator looking to develop within a professional and supportive wealth management environment. The Candidate Strong administrative and organisational skills Excellent written and verbal communication High attention to detail and accuracy Ability to prioritise workloads and work to deadlines Strong customer service and relationship management skills Proficient in Microsoft Office and CRM systems Proactive, collaborative and solutions-focused approach Experience within wealth management or financial services advantageous Knowledge of pensions, investments and FCA regulations beneficial Salesforce experience desirable The Package Salary £26,000 £30,000 Pension Private healthcare after probation Private medical cash plan including dental and optical cover 25 days holiday plus bank holidays Early finish on Fridays Team socials and supportive culture Ongoing training and development opportunities Stay up to date with the latest opportunities from Modus Talent by registering on our website: (url removed) and following us on LinkedIn. Modus Talent is a specialist recruitment consultancy focused on delivering high-quality permanent recruitment solutions across professional and commercial functions. We work closely with businesses to support hires across finance, business support, sales, marketing, operations and leadership roles, partnering with clients on both individual appointments and long-term hiring strategies. Our approach is methodical, consultative and tailored offering more than just CVs. Our services include bespoke recruitment solutions, targeted search and selection, candidate profiling, market insight, and end-to-end recruitment support designed to create lasting placements for both clients and candidates. To find out how Modus Talent can support your next career move or help you secure the right hire for your business, please visit (url removed) or contact our team on (phone number removed) to arrange a confidential conversation.

Administrator - Financial Services Industry £25,000pa - £30,000pa depending on experience Swindon - Office based Full-time, Permanent Are you an enthusiastic Administrator with experience in the Financial Services sector, having worked as an IFA, Pension, Investment, or Mortgage Administrator previously? Are you looking for a new role within a growing organisation? If YES, we want to hear from you! My client, who offers Independent Financial Planning Services, is looking for an experienced Administrator to join their team in Swindon. Working in collaboration with the team, you will provide administration support to the Financial Advisors, and become a point of contact for clients, answering their queries around mortgages, pensions, investments and protection. Responsibilities Submit applications to providers Prepare paperwork for client meetings Update the in-house CRM system Liaise with providers by phone and email Liaise with clients by phone and email Using the quotation system for in-house services Provide Advisors with template letters for completion Submit online applications Producing reports Person Specification Previous experience within a similar role is essential, either an administration role within Financial Services - mortgage, investment, pension, or similar sector, or as an IFA Administrator Ability to manage own time and take initiative to search out solutions Excellent communication skills Good computer knowledge and ability to work with Microsoft Word and Excel Ability to build rapport with clients Working hours for this role are Monday - Friday 8.30 am - 4.30 pm OR 9.00 am - 5.00 pm and it is a fully office-based role - please do not apply if you are looking for hybrid working Successful candidates will be contacted within 7 working days of their applications. Should you not hear from us within this time, please assume that your application was unsuccessful.

Payroll Officer 30,000 - 40,000 (Experience Dependent) + Monday-Friday + Secure & Growing Business + Training + Competitive Salary Ideally Located: Stockport, Hazel Grove, Buxton, Macclesfield, Prestbury, New Mills, Chinley, Glossop, Whaley Bridge, Chapel En Le Frith Are you an experienced Payroll professional with strong attention to detail and a proactive mindset? Looking for a stable, full-time role in a growing and well-established business? This is a great opportunity to join a specialist manufacturing business in a key finance position, supporting payroll operations and the wider accounts team. You'll play a vital role in ensuring accurate and efficient payroll processing across the business, working within a friendly and supportive team where your contribution will be highly valued. This role would suit someone with proven payroll experience, strong organisational skills, and familiarity with Sage systems, looking for a long-term position in a stable and expanding company. The Role: End-to-end processing of weekly and monthly payroll (circa (Apply online only) employees) Managing time and attendance reporting, including absences and statutory requirements Processing starters, leavers, pensions, deductions, and ad hoc payments Finalising payroll including submissions, payslips, P45s, and HMRC reporting Supporting the accounts team with additional finance and administrative tasks The Person: Experienced Payroll Officer or Payroll Administrator with end-to-end processing experience Strong attention to detail and highly organised Confident using Sage Payroll (essential) and ideally Sage 50 Accounts Proactive, reliable, and able to manage multiple tasks in a busy environment Rise Technical Recruitment Ltd acts an employment agency for permanent roles and an employment business for temporary roles. The salary advertised is the bracket available for this position. The actual salary paid will be dependent on your level of experience, qualifications and skill set and will be decided by our client, the employer. Rise are not responsible or liable for any hiring decisions made by the end client. We are an equal opportunities company and welcome applications from all suitable candidates.

Join us as a Pensions Specialist based out of our Redhill office working hybrid. In this role, you will take on more advanced calculations and complex schemes (DB and/or DC) and play an active role in mentoring and checking the work of the Pensions Administrators. You will be reporting to the Admin Manager/Team Leader and you will be working as a part of a dedicated client team with diverse skills and experience. The job requires a motivated individual who is experienced in taking responsibility and who can also independently deliver results on ad-hoc client specific projects. The Role Help the team to deliver and meet the client's Reporting and compliance requirements. Support and assist Client Managers to achieve and deliver excellence in the service proposition to the client and members. Work collaboratively with peers and contribute to the wider day to day management of the client. Understand the links between data, calculations and multiple project streams. Contribute to the implementation of continuous improvement initiatives to increase end to end automation efficiencies and results with the aim of delivering operational self-sufficiency. Take a proactive interest for own continual learning and understanding of the business and help with defined projects working with colleagues across multiple functions to facilitate a successful outcome. Interact with the client and their advisors on complex and technical queries to understand their requirements and to clarify and document these. Work with the Team/Team Leader to help improve operational efficiency and reduce costs e.g. automation, full use of standard procedures. Help the team to run, contribute to, manage and monitor ad-hoc BAU projects, large and small, and assist the team to ensure the client reporting and compliance requirements are met and produced within agreed deadlines. Build and maintain technical, procedures and client knowledge through experience and ensure client work is undertaken on time whilst adhering to our quality standards. Take ownership and accountability of allocated work to ensure service level is achieved and fully engage with colleague training and development to assist the team's performance. Work in a collaborative manner within a team environment to achieve common business goals. Adhere to the Company's Professional Excellence principles. What you'll bring Experience of working on a major client with a mix of complex DB and DC is mandatory Strong organisational abilities and flexibility to work in a team/virtual team environment working on multiple client priorities. Client facing interpersonal and communication skills. Process driven with ability to modify approach. Take pride in your work with accuracy and adherence to a high level of quality being paramount. Excellent time management and ability to meet deadlines and prioritise own workload. Pensions technical expertise is required Experience of project based technical work in a client environment. Ability to analyse and manipulate data, deliver in agreed client format with a strong working knowledge of MS Excel whilst being open to learning new technology and tools. Ability to assist with the production of bespoke reports for the client in agreed formats. Improve knowledge and own technical skills through participation in online, instructor-led or self-taught training. What we offer Enjoy a benefits package designed to help you thrive, both professionally and personally. You'll receive 25 days of annual leave plus an extra WTW day to relax and recharge. Our comprehensive health and wellbeing offering includes private healthcare, life insurance, group income protection, and regular health assessments, all giving you peace of mind. Secure your future with our defined contribution pension scheme, featuring matched contributions up to 10% from the company. We support your growth and balance with hybrid working options, access to an employee assistance programme, and a fully paid volunteer day to make a difference in your community. On top of these, you can opt into a variety of additional perks including an electric vehicle car scheme, share scheme, cycle-to-work programme, dental and optical cover, critical illness protection, and much more. Start making the most of your career and wellbeing with a range of benefits tailored for you. Equal Opportunity Employer We're committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. (OGB2)

Job: Financial Planning Administrator Location: Droitwich Salary: Negotiable Role Description A modern, growing financial planning firm with an excellent reputation is looking for an experienced Wealth management administrator to join their expanding team. This role will suit someone who enjoys being a key point of contact for client queries relating to pensions, investments, and protection products, while also liaising with product providers. The position plays a crucial role in ensuring a high standard of service is delivered to both clients and internal stakeholders. Responsibilities Processing new business applications Assisting Paraplanners and Advisers with the preparation of annual and tri-annual client review packs Arranging client meetings and managing Advisers' diaries Completing portfolio illustration requests Providing comprehensive back-office support Ensuring all financial planning administration is completed in line with company procedures Corresponding with clients in both written and verbal formats Maintaining accurate, compliant, and well-presented client records on company systems Key Requirements Previous experience working within a Financial Planning firm (essential) CII Level 3 qualification in Financial Administration preferred (training support available) Working knowledge of Intelligent Office (IO) and platform experience would be advantageous Strong ability to manage and prioritise workloads effectively Excellent communication, planning, and organisational skills Strong analytical and problem-solving abilities Benefits Professional industry exams and study supported 25 days' holiday and ability to purchase more holiday (excluding bank holidays) Annual salary reviews Birthday day off Life assurance and pension Clear progression opportunities to Paraplanner and Adviser roles, if desired

Job: Financial Planning Administrator Location: Ashbourne Salary: Negotiable Role Description A modern, growing financial planning firm with an excellent reputation is looking for an experienced Wealth management administrator to join their expanding team. This role will suit someone who enjoys being a key point of contact for client queries relating to pensions, investments, and protection products, while also liaising with product providers. The position plays a crucial role in ensuring a high standard of service is delivered to both clients and internal stakeholders. Responsibilities Processing new business applications Assisting Paraplanners and Advisers with the preparation of annual and tri-annual client review packs Arranging client meetings and managing Advisers' diaries Completing portfolio illustration requests Providing comprehensive back-office support Ensuring all financial planning administration is completed in line with company procedures Corresponding with clients in both written and verbal formats Maintaining accurate, compliant, and well-presented client records on company systems Key Requirements Previous experience working within a Financial Planning firm (essential) CII Level 3 qualification in Financial Administration preferred (training support available) Working knowledge of Intelligent Office (IO) and platform experience would be advantageous Strong ability to manage and prioritise workloads effectively Excellent communication, planning, and organisational skills Strong analytical and problem-solving abilities Benefits Professional industry exams and study supported 25 days' holiday and ability to purchase more holiday (excluding bank holidays) Annual salary reviews Birthday day off Life assurance and pension Clear progression opportunities to Paraplanner and Adviser roles, if desired